Advisor Growth and Resource Director

Renaissance Financial • Sandy, UT

5d • Onsite

About The Position

The mission of this full-time position is to develop and support Silver Advisors, RFC's new and developing advisors, through strategic marketing guidance, accountability, training, and professional development while serving as an RFC ambassador and contributing to advisor growth, recruiting, and community engagement initiatives.

Requirements

• College degree
• Proficiency in the use of computer programs for: Word, Excel, Outlook, PowerPoint, Access
• Proficiency in the use of office equipment: Computer, Voice messaging systems, Fax, Photo copier
• Typing of at least 50 wpm
• High level of interpersonal skills to handle sensitive and confidential situations.
• Demonstrated poise, tact and diplomacy.
• Ability to interact and communicate with individuals at all levels of the organization.
• Attention to detail in such things as composing, typing and proofing materials, establishing priorities and meeting deadlines.
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Ability to supervise and problem solve.
• Self-starter and motivated.

Nice To Haves

• Flexibility for travel.

Responsibilities

• Partner with the Vice President of Advisor Development in Salt Lake City to support Silver Advisor marketing strategies, marketing plans, benchmarks, and Advisor progress updates.
• Lead the Advisor Marketing Program with Salt Lake City Silver Advisors.
• Work with Silver Advisors to learn more about them and create a marketing plan that works best for them to achieve their business goals and the firm’s goals.
• Continue to meet with them on a bi-monthly basis to provide accountability, strategy, and support.
• Track Silver Advisor progress with activity and firm goals.
• Develop relationships with leadership and senior Advisors that assist with the development of the new Advisor group.
• Establish team atmosphere through leadership and team member development.
• Serve as an RFC ambassador in the Salt Lake City community by building and maintaining professional relationships that promote the RFC mission, enhance team visibility, and create networking opportunities that may generate advisor leads.
• Look for opportunities to connect the new Advisors with potential business, community, and special interest groups.
• Assist with Advisor recruiting interviews and work with Director of Recruiting and Vice President of Advisor Development in Advisor hiring process.
• Build relationships with testing Advisors prior to their start date through check-in meetings.
• Coordinate office visits and product-focused training sessions with wholesalers to support advisor education and product knowledge.
• Work with Advisor Growth & Resources Directors from all cities to develop new ideas for the Advisor Marketing Program and for the Silver Advisors.
• Develop and coordinate training opportunities based on Silver Advisor needs, maintain a robust training schedule, and organize office visits from RFC team members to deliver targeted training sessions.
• Other duties may be assigned to meet the business needs.

Benefits

• Employer Paid Medical Insurance.
• Generous employer contributions of up to 10% of team member eligible compensation annually.
• Potential for Annual Variable Compensation and Bonuses.
• Employer Licensing Coverage and Growth Opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level